Legal
Refund Policy
Effective date: October 20, 2026
Refund requests go to info@senioradvantage.net. Approved refunds go back to the original payment method, through the platform you paid on (Skool for the course; Jotform or our payment link for the CSREC fee and Insiders).
1. Course enrollment ($147 founding / $497 through Dec 31, 2026)
- Refund rule: enrollments at the $147 and $497 prices are non-refundable.
- Payment: enrollment is a one-time payment; there is no installment plan.
1A. Do-the-Work Money-Back Guarantee (course enrollment at $997, on or after January 1, 2027)
If you enroll at the $997 price, show up and do the work, and still feel the Academy wasn't worth it, we'll refund your full $997 course payment.
- Who it covers: students who enroll in the course at the $997 price. It does not apply to the $147 founding price or the $497 price.
- What you need to do first: (1) attend 3 live Friday Masterminds (Fridays, 11 am–12 pm CT, live in Skool; replays don't count), and (2) finish the course through Module 4: every lesson in Modules 1–4 checked off in your Skool classroom, and your Module 4 forms submitted as directed in the course.
- When to ask: within 60 days of your enrollment date, after you've met both requirements.
- How to ask: email info@senioradvantage.net with the subject "Guarantee request". Include your name, the email you use in Skool, your enrollment date, and a screenshot of your Skool classroom showing every lesson in Modules 1–4 checked off. We check it against your course progress in Skool, confirm your Module 4 forms are in, and check Mastermind attendance in our records. If a call is missing from our records, we check our attendance log and call notes.
- Answer and payment: we'll answer within 5 business days. Approved refunds go back to your original payment method through the platform you paid on. Your bank may take a few more days to show it.
- What you get back: a full refund of the $997 course payment, with nothing held back. Course, Mastermind and community access ends once you're refunded. One guarantee refund per person.
- Not covered: the CSREC certification fee ($244), Advantage Academy Insiders, and 1:1 coaching. These are separate purchases with their own terms.
- No promise of results: the guarantee is about whether you found the course worth it. It is not a promise of income, listings, closings, referrals or any other business result.
- The Section 1 refund rule doesn't apply to $997 enrollments. This guarantee replaces it.
2. CSREC certification fee ($244: $75 application + $169 yearly renewal, paid before the test)
- The fee is refundable in full if you withdraw your application, or SAA can't issue the credential, before certification is issued.
- Once the CSREC is issued, the fee is non-refundable.
- The yearly $169 renewal renews automatically on your certification anniversary date. You can cancel any time before your renewal date.
- The exam is free to sit, so there's no exam fee to refund.
3. Advantage Academy Insiders ($1,200/yr if joined at certification, kept while you stay a member, or $1,500/yr later; billed yearly, no monthly plan)
- Paid periods already begun aren't refunded.
- Membership renews automatically on your own anniversary date. You can cancel any time before your renewal date.
4. 90-day 1:1 coaching ($997 for Insiders; $1,500 or $250/session for non-Insiders)
- Refund window: refundable within 10 days of purchase, only if no call has been held yet.
- A call cancelled with less than 48 hours' notice is forfeited. All calls must be completed within 120 days of purchase; calls not completed by then expire and aren't refunded.
Questions? Email info@senioradvantage.net.
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